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Devidot Credit Union Investment Services

Trust us to do what's best for you and your money.

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At Devidot Credit Union Investment Services, available through LPL Financial, our mission isn't to tell you what to buy and when to sell.

Instead, we help people build portfolios by explaining options, providing market insights and offering a personalized approach that factors in risk tolerance and lifestyle goals.

Our financial advisors don't earn their keep selling any specific stock or mutual fund. They earn trust by focusing on what's right for you.
 
  • One-on-one consultations with registered financial advisors
  • Investment products, including stocks, bonds, treasury bills and annuities 
  • Retirement planning, including IRAs and 401(k) and 403(b) Plans
  • Tax and estate planning
  • College-saving strategies

Life is full of big decisions. From buying a car to retirement, we’re here to support you and make those moments a little less stressful.

Going to College

Buying a car

Getting married

Retiring

Funding Your Next Project
Explore All: Here to help you navigate life's events

Resources

Devidot Credit Union serves members across Delaware with 8 full-service branches and offers convenient account access from anywhere using its secure Online Banking and highly-rated Mobile App.